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in the United States

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Rating is 4.8 out of 5.
4.8/5
Based on 377 client reviews

Elissa V.

15+ Year "All-In-One" Startup Expert | Research, Plan, Present, Launch

Phoenix, Arizona
$35 per hour
269 jobs
$200K+ total earnings

...do you have a have a startup idea that you need to validate & build? ...or an existing business that you need to fine tune with research & development, to be Go To Market Ready? Hello I'm Elissa & thank you for visiting my profile! I am a 5★ UpWork Expert Vetted All-In-One startup and business consultant from Arizona, United States, and in the past 15+ years, I've have partnered with over 250+ founders around the world to achieve startup success in various stages of development: DISCOVER, PLAN, LAUNCH & GROW STAGES. No matter where you are in your startup journey, I provide all resources from A-Z. ***Let's set up a free (15-min) call to discuss your needs, and set up a game plan*** MY EXPERTISE AT A GLANCE: ★ Market Research & Feasibility Analysis: Actionable insights to validate and refine your business ideas. ★ Startup MVP Development: From concepting to wireframing, ensuring your product meets market needs. ★ Strategic Business Planning: End-to-end business plans, financial modeling, and investor-ready pitch deck presentations. ★ Branding & Positioning: Unique strategies that make your brand stand out in competitive markets. ★ Go-to-Market Strategy: Execution plans tailored to target demographics, including customer journey optimization. HIGHLIGHTS OF SUCCESS: ★ $10M+ investor funding unlocked for various clients with market-ready business plans. ★ Led 250+ startups to success, including SaaS, tech, healthcare, and consumer brands. ★ Empowered WIN Energy Drink to refine its buyer personas, optimize feasibility studies, and craft an investor-winning pitch deck. ★ Partnered with LocalFarmOK to build a robust urban farm event business plan, attracting new markets and investors. CLIENT FEEDBACK SPEAKS VOLUMES: “Her business plan and market insights transformed our pitch deck into a winning tool. Within months, we secured our first round of funding!” – Local Farm OK, Founder “Elissa's guidance on scaling our MVP saved us six months of trial and error. A game-changer for our operations.” – WIN Energy Drink, CEO WHY CHOOSE ME? ★ Over 15 years of startup experience and entrepreneurial excellence ★ Expert Vetted by UpWork, having coached over 250+ startups worldwide ★ "Quality and professional" work is the core standard for all deliverables ★ Proven ability to drive long-term growth while mitigating risks ★ Transparent, collaborative, and committed to your success HOW CAN WE START? Book a free (15-min) consultation call today to discuss your business goals. Together, let’s: ★ Solve your most pressing challenges. ★ Align your vision with a data-backed strategy. ★ Create results that make your startup thrive. Ready to elevate your business? Let’s start now.

Joseph O.

CFO | Full-Stack FP&A Developer | Top 1 percent | Ex-JPM | CFA

Austin, Texas
$120 per hour
386 jobs
$600K+ total earnings

I am a financial analyst with 10+ years of experience at a top Wall Street bank and as a fractional CFO, financial modeling expert, and software developer. I specialize in building full-stack FP&A solutions for my clients that integrate financial modeling with accounting systems and data providers. Few CFO's possess the technical skills, accounting fluency, and financial modeling background to manage this entire workflow. As a fractional CFO, my accomplishments include raising $1 billion+ in debt and equity capital for my clients, completing more financial modeling engagements than any other freelancer on Upwork, and watching multiple of my clients go on to become unicorns. Financial Modeling I build investor-grade 3-statement models from scratch for your business. I've supported raises from seed through Series B, including a unicorn and multiple $100M+ ARR companies, along with lender models, board models, scenario and sensitivity analysis, valuation, and 409A work. I've built models for 1,000+ companies across virtually every industry, with particular expertise in lending, SaaS, ecommerce, logistics, and energy, AI has changed financial modeling in two important ways. It has made it effortless to spin up amateur models, and it has made high-quality models even more valuable by expanding what they can do. A model built from the ground up to be operated by AI agents is the best of both worlds: institutional-grade structure, optimized for scale, user-friendliness, and auditability, with an architecture that lets tools like Claude and ChatGPT in Excel update data, run scenarios, and make changes reliably. My models are built to leverage AI agents and serve as a "financial operating system" for your business that is easily actualized with current data and adapted as your needs evolve. EBITDAI: I also founded EBITDAI. The consumer app is live in the Excel Addin store and Micrsoft Appsource and is the most cost-effective AI Excel agent on the market today. This also gives me valuable real estate directly inside of Excel that I can use to implement managed services solutions for my clients. In the past, I have built integrations that connect to the client's Quickbooks, Campfire, and Stripe accounts to the EBITDAI addin, which sideloads inside of Excel. The end result was full automation of actualization. The client simply logs into EBITDAI inside of Excel each month and asks the agent to update the model.

Keli D.

B2B Sales & Marketing Expert

Thibodaux, Louisiana
$125 per hour
38 jobs
$300K+ total earnings

I have 20+ years of sales and marketing experience, coupled with an MBA degree. In my previous W2 career, I worked as a full-time sales rep, business development manager, and Director of Sales & Marketing of a regional 8 member sales team. Since 2020 I have worked full time as a sales and marketing freelancer / consultant and now also operate as a legal entity. I work on an hourly basis only - no fix bid projects or commission-only pay structures. My services include: - Account management - Client relationship building - Cold calls - Copywriting and content development - CRM implementation - Email marketing - Lead generation - Market and competitor research - Outbound multi-channel strategy development - Sales pitch decks and presentations - Sales planning and process development - Sales proposals - Social media planning My expertise is with B2B service based organizations in a variety of industries, stages of growth and geographical locations. Client examples include: - CDP SaaS-based product - Commercial office real estate company - Corporate housing - Ecommerce marketplace SaaS start-up - EHR-integrated technology platform for healthcare - Environmental services company - Event planning services company - Financial planning advisory firm - Herbal extract products for nutraceutical industry - Nonprofit and caused-based sales and marketing services - Offshore supply vessel service provider - Oil & Gas offshore labor and services company - Web application / software development company Please message me if you'd like to review a list of specific client and project references. I look forward to speaking with you and discussing how I may help your business to grow.

David K.

Author, Professor, CFO for early stage ventures

Washington, District Of Columbia
$140 per hour
370 jobs

I love entrepreneurs and working in entrepreneurial environments. I've written over 50 business plans, created pitch decks and developed financial models for ventures across multiple industries which have helped raise over $100 million in funding. Through this experience, I have gained a strong understanding of what investors look for when making a decision and the types of questions that must be addressed in order to secure funding. My experience is not limited to consulting. I've helped start 14 companies, one of which was a finalist in the TechCrunch disrupt competition, four have exited. I hold an MBA in finance from Thunderbird School of Global Management -- ranked #1 in the world for Global Business. And I have used my experience to help others as a Professor of Entrepreneurship to Master's-degree candidates. I also volunteer my time as a mentor to startup entrepreneurs at two accelerator programs. I have been a published author since 2001. This includes having collaborated on three books on entrepreneurship, one of which sells over 1 million copies and another that President Bill Clinton wrote the forward to. I enjoy working for clients that want to have a major impact on the world. ABOUT MY WORK My work has been profiled in The Washington Post and Investor's Business Daily. Additionally, my client work has been the subject of an episode on The Simpson's and featured in a song by a Platinum-award winning country music artist. Clients that I have advised include the following industries: Alcohol, Cannabis, Big Data, Artificial Intelligence, Retail, AR/VR, mobile, gaming, construction, agriculture, social networking, data security, consumer food products, entertainment and enterprise resource planning.

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